Registered Representative – State Farm Agent Team Member

Jonathan Calhoun - State Farm Agent; Wilmington (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Life insurance

Job summary

Jonathan Calhoun - State Farm Agent is looking for a Registered Representative to market financial products and educate customers about their options. This role emphasizes a consultative approach to customer service and requires strong analytical and sales skills.

The ideal candidate will possess a Bachelor's degree in a related field and must be able to obtain relevant financial service licenses. This position offers various benefits, including competitive salary and opportunities for growth.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field is required.
• Must obtain relevant financial service licenses.
• Proven experience as a financial services representative is necessary.

Responsibilities

• Educate customers about insurance and investment options.
• Work with the agent to set and meet marketing goals.
• Develop leads and identify customer needs.

Skills

Financial product knowledge

Analytical skills

Customer service skills

Sales skills

Communication skills

Education

Bachelor's degree in finance, economics, accounting, or related field

Tools

Microsoft Office applications

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Salary plus commission/bonus
• Life insurance
• Growth potential

Role Description

As a Registered Representative – State Farm Agent Team Member with Jonathan Calhoun - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales‑minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Responsibilities

• Use a customer‑focused, needs‑based review process to educate customers about insurance and investment options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem‑solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred.